Customer Advisor Sales Zone providing professional consultations and sales assistance at PostFinance. Responsible for advising clients in financial matters and arranging meetings with specialized consultants in Biel/Bienne.
Responsibilities
Fachkundige Beratung und Verkauf in den Bereichen Zahlen, Sparen/Anlegen und einfache Vorsorgeberatung
Erkennen von Potenzialen und Erarbeiten von Lösungen
Überzeugung der Kunden vom Nutzen einer Beratung
Vereinbaren von Terminen mit Kundenberater:innen (auch via Outbound-Telefonie)
Requirements
Abgeschlossene Grundausbildung EFZ, idealerweise Kauffrau/-mann EFZ oder Detailhandelsfachfrau/-fachmann EFZ
Erste Erfahrung in der persönlichen Kundenberatung
Bereitschaft, dich im Bankfachbereich weiterzubilden im Hinblick auf die obligatorische SAQ-Zertifizierung
Freude an der aktiven telefonischen Kundenakquise, motivierte und kollegiale Persönlichkeit mit Drive
Einwandfreie Deutschkenntnisse und gute Französischkenntnisse, weitere Sprachkenntnisse von Vorteil
Benefits
Professionelle Beratung und Verkaufsunterstützung in den Bereichen Zahlen, Sparen/Anlegen und einfache Vorsorgeberatung.
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